PhoneIQ | Blog: Sales Engagement Category

5 min

Understanding the Difference Between a Lead, Account, Contact, and Opportunity in Salesforce in 2025

In Salesforce, success begins with understanding how your data is structured. Whether you’re tracking a new prospect or closing a deal, everything revolves around four core objects: Leads, Accounts, Contacts, and Opportunities. Each plays a distinct role in your sales process—and together, they create the foundation for an efficient and scalable CRM system. By mastering how these objects connect, your team can better manage leads, forecast revenue, and streamline workflows inside Salesforce.

Oct 23, 2025

by

Kory Westerburg

5 min

Understanding Salesforce Dialers: Preview Dialing, Power Dialing and Predictive Dialing

Choosing the right Salesforce Dialer is key for every manager handling outbound campaigns. Below we’ll explain the main differences between them, and help you decide which of these dialing systems is the best fit for your team.

2 min

Key benefits of pairing local presence dialing with your Salesforce CTI

One of the most important aspects of an outbound campaign is connection rates. If your reps are not talking to actual prospects or customers and having a healthy number of meaningful conversations per day, your campaigns overall performance will take a hit.

May 30, 2019

by

Alvaro Vargas